Forest Knolls Estate Planning Lawyer, California

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David E. Castro
About | Practice Areas
Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
Accident & Injury Law
Your Local, Legal Professionals

The Law Office of David E Castro is a multi-specialty law practice that provides compassionate, individualized, and aggressive legal counsel.

800-745-0730
1. David E. Castro Rocklin, CA
  Attorney at Law - CA, 2014
  Florida Coastal School of Law
2. AboutLaw Office of David E. Castro
  Your Local, Legal Professionals
3. Practice AreasExpertise
  Accident & Injury Law
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Includes: Gift Taxation

Sylvia K. Shapiro

Civil Rights, Family Law, Estate Planning, Litigation, Trusts

Status: Licensed: 53 Years

CONTACT

123 Scenic Rd, Fairfax, CA 94930

Patricia Lynn Connolly

Commercial Real Estate, Trusts, Estate Planning

Status:

CONTACT

403 Forrest Ave, Fairfax, CA 94930

Debra Ann Whitehouse

Estate Planning, Elder Law, Trusts, Estate, Wills

Status: Licensed: 35 Years

CONTACT

321 San Anselmo Ave, San Anselmo, CA 94960

Thomas A. Zimmer

Government Contract, Estate Planning, White Collar Crime, Business

Status: Licensed: 47 Years

CONTACT

Stinson Beach, CA 94970

William Peter Lynch

Civil Rights, Estate, Trusts, Estate Planning

Status: Licensed: 55 Years

CONTACT

740 Birchwood Ct, San Rafael, CA 94903

Tarey Ayn Read

International Tax, Federal, Estate Planning, Family Law

Status: Licensed: 32 Years

CONTACT

838 Greenberry Ln, San Rafael, CA 94903

Michael Farrell Kelly

Estate Planning, Commercial Real Estate, Trusts, Estate, Wills

Status: Licensed: 52 Years

CONTACT

27 Southview Ter, San Anselmo, CA 94960

Thomas Silk

Business, Gift Taxation, Government, International, Tax

Status: Licensed: 62 Years

CONTACT

11 Calle Del Occidente, Stinson Beach, CA 94970

Cynthia K. Hustad

Gift Taxation, International, Tax

Status: Licensed: 45 Years

CONTACT

5 River Oaks Rd, San Rafael, CA 94901

Carl Christopher Larson

Personal Injury, Civil Rights, Criminal, Employee Rights, Estate Planning

Status: Licensed: 11 Years

CONTACT

899 Northgate Dr, San Rafael, CA 94903

800-814-6700

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LEGAL TERMS

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Forest Knolls Estate Planning Lawyer, California

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Sylvia K. Shapiro

Patricia Lynn Connolly

Debra Ann Whitehouse

Thomas A. Zimmer

William Peter Lynch

Tarey Ayn Read

Michael Farrell Kelly

Thomas Silk

Cynthia K. Hustad

Carl Christopher Larson

TIPS

LEGAL TERMS

INTER VIVOS TRUST

BENEFICIARY

FAMILY ALLOWANCE

OFFICER

GRANTOR

ABSTRACT OF TRUST

SECONDARY MEANING

PER CAPITA

AUGMENTED ESTATE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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